In this brief, I've attached a PDF.
When the client first arrives at the inbox (stage 1), the client will be able to see the messages received. The best example is Apple's Mail app. You know you have an unread/unopened message when there is a dot beside the email. This is exactly the same. Think of this like emails. The only difference is that there will be a notification below the preheader that indicates whether all documents are successfully signed & uploaded. Without this notification, clients may sometimes forget they have pending tasks because they may have opened the message previously but forgotten to take action.
When the client clicks a message, they will see the body of the message and some buttons to access their documents.
In the PDF that I attached as a reference, you'll see that I gave 3 documents/buttons to illustrate 3 different scenarios for documents that require signing and uploading.
1) Above the first 'click to sign' button, there is a description about the first document. Just like emails, you typically write a message about your attached document/file. This is like the body of an email. In this case, for the client to access the document and sign it, they need to click the button.
2) The second button indicates that the client has already signed and uploaded the document.
3) The third button indicates that the third document has been signed but not yet uploaded. It must be clear to the client when tasks are not completed. In order for the company to receive the client's signed document, the client MUST upload their document after signing it.
When they click the button to sign a document, they will see the PDF/document. Here they will be given a 'pen' tool near the signature field to sign (touch screen style) the document. After signing it, the upload button at the top right of the screen will appear. This indicates to the client that their document is ready to be uploaded.